BCR Wealth Strategies’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

BCR Wealth Strategies’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-30	Closed	-$10K	–	106
2022 Q1	$10K	Hold	30	–	–	0.01%	65
2021 Q4	$11K	Buy	+30	New	+$10.7K	0.01%	70

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

BCR Wealth Strategies's DIA Position: Q2 2022 in Review

BCR Wealth Strategies sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2022, closing a stake of 30 shares — an estimated $10K sold.

BCR Wealth Strategies first reported a position in DIA in Q4 2021 and held it in 2 quarters. The position peaked at $11K in Q4 2021. 952 funds tracked by Wall St. Rank hold DIA as of Q2 2022.

BCR Wealth Strategies reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2022 after selling out during the quarter.
BCR Wealth Strategies sold 30 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2022, an estimated $10K.
BCR Wealth Strategies first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and held it in 2 quarters.
BCR Wealth Strategies's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $11K in Q4 2021.
952 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2022.

Based on BCR Wealth Strategies's 13F filing for Q2 2022, filed 22 Jul 2022.